Episodes

Friday Nov 29, 2024
Beyond the Grind | 529 Insights
Friday Nov 29, 2024
Friday Nov 29, 2024
Episode 566: Zach and Abbie delve into the joys and freedoms of retirement, as shared by Wall Street Journal readers who've found their best selves beyond the daily grind. Continuing the discussion, the Money Doctors delve into the strategic use of 529 plans for funding education.

Friday Oct 25, 2024
Education Savings | Investment Insights
Friday Oct 25, 2024
Friday Oct 25, 2024
Episode 548: Zach and Justin simplify the world of education savings, comparing popular options to help you find the best plan for your family’s future. Then, they weigh in on recent stock market projections, exploring what they could mean for your investment strategy.

Friday Jan 05, 2024
Prosperity Barriers | 2024 Strategies
Friday Jan 05, 2024
Friday Jan 05, 2024
Episode 519: Steve and Matthew uncover the hidden habits holding you back from achieving the lifestyle of your dreams. They also highlight four substantial changes that may impact your retirement strategies in 2024.

Friday May 28, 2021
529 Withdrawals & Timeshare Exits
Friday May 28, 2021
Friday May 28, 2021
Episode 383: Hear the nitty gritty on how to take distributions from your 529 plan without triggering painful tax consequences. Ryan and Steve also share some tried and true ways to get out of an unwanted timeshare.

Friday Jun 14, 2019
529 Plans & Home-Buying Mistakes
Friday Jun 14, 2019
Friday Jun 14, 2019
Episode 281: Now that you've got all that college money saved in a 529 Plan, hear when and how to put it to use. John and Steve also clue you in on some very expensive home-buying mistakes.

Friday Jun 22, 2018
Saving for College & Buying in Bulk
Friday Jun 22, 2018
Friday Jun 22, 2018
Episode 230: Steve and John help you avoid some of the gotchas of the new federal tax law as you save for your child's education. They also give you some tips for buying in bulk the smart way!

Friday Jun 09, 2017
Tipping Tips & 529 Plans
Friday Jun 09, 2017
Friday Jun 09, 2017
Episode 176: Ever frustrated or confused about tipping? On this week's episode, the Money Doctors will give you a list of who to tip and how much. Also, learn some common and very costly 529 Plan mistakes.

Friday Oct 21, 2016

Wednesday Jul 23, 2014
7-5-14
Wednesday Jul 23, 2014
Wednesday Jul 23, 2014
With the market soaring, should you wait to buy in? John and Steve will take a historical look at this question on MoneyMD. Then, you've planned and saved for your kids' education, and now it's time to pay out. Listen to Steve and John to find out the best way to go about accessing those 529 dollars. And finally, our massive national debt is steadily increasing. Tune in to hear the Money Doctors discuss the economic implications of this longstanding concern.